The CRM Zen Show Episode 401 – Projects Without Limits, Infinity Within Reach

Zoho News

Introducing Zoho Projects Infinity

Zoho Projects Infinity is a substantial upgrade that makes Projects far more flexible, with custom modules, stronger reporting, and new AI-driven capabilities that push it closer to a true operational hub.

Zoho CRM: SlyteUI Component Builder Rollout

SlyteUI looks like Zoho’s new answer for building cleaner, more guided CRM interfaces, giving teams a way to create custom widget experiences without starting entirely from scratch.

Zoho CRM: Built-In MCP Server Support

Zoho CRM now has built-in MCP server support, making it easier to connect AI-driven actions and automation directly inside CRM without relying as heavily on separate setup.

Zoho CRM: New Return Types for String Fields

Zoho is updating formula field string return types to improve performance, offering more flexibility with sorting, filtering, and view logic.

Zoho CRM: Community Digest – March 2026

This month’s CRM Community Digest rounds up a strong mix of AI enhancements, workflow fixes, and practical admin tips, from Zia upgrades to real-world solutions.

Zoho Analytics: Q1 2026 Product Update

Zoho Analytics keeps expanding its reach, with new connectors, better drill actions, and added visualization improvements for cross-app reporting.

Zoho Invoice: Q1 2026 Updates

One of the most useful additions in Zoho Invoice this quarter is support for custom fields on contact persons, providing more flexibility for finance teams.

Zoho Inventory: Q1 2026 Updates

Zoho Inventory packed a lot into this quarter, including profit margin visibility and meaningful Shopify and Etsy improvements.

Zoho Recruit: Books/Invoice Integration

Zoho Recruit now connects directly with Zoho Books and Invoice, giving staffing teams a smoother handoff from successful placements to billing.

Zoho Sheet: Desktop App (Beta)

Zoho Sheet now has a desktop app for macOS and Windows, offering a native way to work with spreadsheets both online and offline.

Zoho Social: The Social Wall March 2026

The March update adds bulk approvals to speed up content review and expands YouTube support to Standard and Professional plans.

Zoho Bookings: MCP Server Integration

Zoho Bookings now supports MCP server integration, letting users manage appointments through AI assistants using natural-language prompts.

Zoho Backstage: March 2026 Updates

Recent updates focus on smoothing out logistics with support for companion tickets and more flexible check-in settings.

Code Share of the Week

Convert Zoho Books Sales Order to Invoice

This snippet breaks down how to convert a Zoho Books sales order into an invoice using Deluge, highlighting the importance of including line item IDs for accurate inventory reporting.

This Week’s Blog

HWR Workholding USA – Case Study

The HWR Workholding USA case study highlights a deep Zoho implementation built around CRM, Analytics, Books, Inventory, Flow, and more. At the center of the project was a push for better reporting, which meant cleaning up processes behind the scenes as much as building dashboards.

Tips and Tricks

Modernizing SLED Government Systems

An overview of how Zoho can help modernize systems in state, local government, and education without traditional enterprise overhead.

Zoho Projects Infinity: Demo & Impressions

A practical look at custom modules and reporting in the new Projects update, emphasizing the importance of templates for scaling.

Question of the Week (AZAAZ)

Target Similar Audience Using Deals Won Data

When sending won-deal data to Google Ads, capturing the GCLID and using a Google Sheet-based conversion feed is recommended for easier maintenance. Watch the answer here.

This Week’s Quizzes

• Monday Quiz: Which feature now allows users to define a consistent sorting order for text data types across an entire workspace?
• Wednesday Quiz: Which Zia Insights placement option displays automated insights in a floating panel?